How Loan Officers Can Leverage Tech to Compete & Win w/Katie Sweeney
Episode description
On this episode Katie Sweeney, EVP at AIME, joins Sean and Kenneth to talk about how Loan Officers can win business by leveraging technology. Katie also discusses how Loan Officers should automate the mundane to focus their time on providing value to the consumer.
2:10 Introduction to Katie
4:30 Why you can no longer avoid tech
7:50 How do you build something that helps the consumer.
10:30 Study, emulate, and win
12:20 What you need to automate in your business
15:30 Technology helps you stay in front of your database
18:00 Lead generation strategies
21:50 Outsource the five dollar tasks
24:35 You have to know who you are trying to attract
Quotes from the episode:
“With this current environment you cannot avoid using technology.”
“It is about helping independent mortgage professionals compete with the massive call centers.”
“Loan Officer expertise is the value-add in the transaction so let the technology handle the mundane stuff.”
“Focus on the being the best professional for the consumer.”
“Use the space in your head for something that is more valuable than systems you can automate.”
Links:
Mortgage Success Academy -onedollarmsa.com
Next Level Loan Officers -https://www.nllodigital.com/mortgage-success-offer
Loan Officer Events -loanofficerevents.com
AIME – aimegroup.com
Social Media:
Facebook -https://www.facebook.com/NextLevelLoanOfficers/
YouTube -https://www.youtube.com/channel/UCwSyHzkvBri1YWJSH7df1CQ
LinkedIn -https://www.linkedin.com/company/next-level-loan-officers/about/
Facebook - https://www.facebook.com/AIMEnational/
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